Tiller Budget Overview and Resources

As of May 17, 2018 we have released the version 2.0 of this template, which you can learn about here.

The Tiller Budget 1.0 spreadsheet template allows you to set up a spending budget for a time period that makes sense to you. You can set the spreadsheet to track income and expenses with a weekly, bi-monthly, monthly, quarterly or a custom budget time range. You can set up your own custom categories, organized by type and group, and see your spending progress for each category.

The Tiller Budget also includes a powerful category detail report that gives you spending and earnings insights for a custom date range by group and category so you can build awareness about your spending and drill down to the smallest detail.

The key with all Tiller templates is to spend a few moments each day or a few times a week categorizing your latest transactions.

The basics of using this template:

Set up your category groups and categories on the Categories sheet.

Enter your planned budget amounts on the Budget sheet in the New Plan column.

Manual data entry

In the event that one of your accounts is not supported for automatic import, or you simply want to see more historical data for periods before you started using Tiller, you can use these resources to manually get your data into your sheet.